Summit Trail Advisors’s Vistra VST Stock Holding History

Summit Trail Advisors’s Portfolio VST Stock Details VST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.85M	Buy
2025 Q2	$1.37M	Buy
2025 Q1	$783K	Buy
2024 Q4	$714K	Buy
2024 Q3	$402K	Buy
2024 Q2	$239K	Buy
2018 Q4	–	Sell
2018 Q3	$163K	Buy
2018 Q2	$138K	Buy
2018 Q1	–	Sell
2017 Q4	$62K	Buy